+145.4%
ASX vs MDY
+14.2%
+131.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.7% |
| 7D | +12.4% | +2.3% | +10.1% | +7.0% |
| 30D | -19.8% | +2.0% | -21.8% | -21.0% |
| 3M | -10.3% | -5.6% | -4.7% | +4.2% |
| 6M | +1.2% | +1.3% | -0.1% | +5.8% |
| YTD | +123.0% | +12.3% | +110.7% | +108.5% |
| 1Y | +145.4% | +15.8% | +129.7% | +123.4% |
| All | +145.4% | +14.2% | +131.3% | +123.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling